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Avantis US Small Cap Value ETF

1,050 hedge funds and large institutions have $16.5B invested in Avantis US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 551 increasing their positions, 267 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $7.61M | Put options by funds: $1.72M

207% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 44

106% more repeat investments, than reductions

Existing positions increased: 551 | Existing positions reduced: 267

16% more capital invested

Capital invested by funds: $14.1B → $16.5B (+$2.33B)

14% more funds holding in top 10

Funds holding in top 10: 162184 (+22)

7% more funds holding

Funds holding: 9821,050 (+68)

0.79% less ownership

Funds ownership: 70.76%69.97% (-0.79%)

Holders
1,050
Holders Change
+68
Holders Change %
+6.92%
% of All Funds
12.93%
Holding in Top 10
184
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.58%
% of All Funds
2.27%
New
135
Increased
551
Reduced
267
Closed
44
Calls
$7.61M
Puts
$1.72M
Net Calls
+$5.89M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
901
Berger Financial Group
Minnesota
$243K -$18.9K -172 -7%
SG
902
Sankala Group
Colorado
$242K +$35.1K +319 +17%
BTIM
903
BancFirst Trust & Investment Management
Oklahoma
$241K +$245K +2,223 New
JC
904
JM2 Capital
Oklahoma
$237K +$236K +2,147 New
LWM
905
LongView Wealth Management
Georgia
$236K +$225K +2,041 New
HCA
906
Heck Capital Advisors
Wisconsin
$235K
JWBC
907
John W. Brooker & Co
California
$234K
CD
908
Chapin Davis
Maryland
$233K
EWA
909
Exit Wealth Advisors
Georgia
$231K +$230K +2,093 New
SRPTWM
910
Split Rock Private Trading & Wealth Management
Minnesota
$229K +$228K +2,074 New
MFG
911
Mainsail Financial Group
Washington
$229K
TCWM
912
Total Clarity Wealth Management
Illinois
$227K -$23.1K -210 -9%
SWM
913
SHP Wealth Management
Massachusetts
$226K -$50.5K -459 -18%
KCM
914
Kathmere Capital Management
Pennsylvania
$225K +$551 +5 +0.2%
SAM
915
Synergy Asset Management
Washington
$224K +$223K +2,024 New
SFS
916
Sowell Financial Services
Arkansas
$221K +$221K +2,003 New
EF
917
Empirical Finance
Pennsylvania
$220K +$219K +1,992 New
T
918
TrueFG
Texas
$220K +$219K +1,990 New
FT
919
Fiduciary Trust
Massachusetts
$219K
TF
920
Trek Financial
Arizona
$218K
BPW
921
BLVD Private Wealth
Kentucky
$216K -$16.6K -151 -7%
SMC
922
Smith, Moore & Co
Missouri
$214K -$3.41K -31 -2%
AL
923
Aspiriant LLC
California
$213K -$48.2K -438 -18%
DWT
924
Dorsey & Whitney Trust
South Dakota
$212K +$212K +1,921 New
AWM
925
Able Wealth Management
New Jersey
$212K +$211K +1,918 New